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sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate
0.02%November 08 | MyPlanIQ portfolio symbol P_49114

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate NA 6.87% 3.74% 5.88% 6.18% 5.96% 7.12% 6.87%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.78% 10.45% 11.06% 12.65% 10.87% 9.74% 7.88%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.92% 2.88% 4.55% 5.86% 5.57% 6.03% 5.35%
Data as of 08/31/2023, AR inception is 12/31/2000

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sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 11/08/2023, the worst annualized return of 3-year rolling returns for sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate is -6.2%.
From 12/31/2000 to 11/08/2023, the worst annualized return of 5-year rolling returns for sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate is 0.81%.
From 12/31/2000 to 11/08/2023, the worst annualized return of 10-year rolling returns for sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate is 4.33%.
From 12/31/2000 to 11/08/2023, the worst annualized return of 20-year rolling returns for sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate is 6.69%.

Maximum Drawdown

sinceow test for create model portfolio Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown